Wealth Planning Assistant & Adviser Support (Hybrid)

Wealth Planning Assistant & Adviser Support (Hybrid)

Full-Time No working from home possible
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Cranleigh Personnel is recruiting on behalf of a North Bristol wealth planning practice for a meticulous PA/Financial Administration Support to join the team.

Hybrid working after probation, with diary and inbox management, client coordination and project support for an adviser; a 1:1 support role in a friendly office.

Salary £30,000 to £42,000 depending on experience, with clear career growth in financial planning.

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Wealth Planning Assistant & Adviser Support (Hybrid) employer: Cranleigh Personnel

Join a dynamic Wealth Planning Practice in North Bristol, where you'll thrive in a supportive and collaborative work culture that values organisation and proactive problem-solving. With opportunities for professional growth and a hybrid working model post-probation, this role offers a unique chance to be an integral part of a team dedicated to delivering exceptional client experiences. Enjoy a competitive salary and the satisfaction of being the trusted right-hand person to a financial adviser, ensuring smooth operations and fostering strong client relationships.

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Contact Details:

Cranleigh Personnel Recruitment Team